Experience

9fin

• United Kingdom
• Financial Services
• 100 - 200 Employee

• ESG Analyst

  • Sep 2022 - Present



Abbey Wealth

• Ireland
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jul 2021 - Aug 2021

  Achievements include; •Gaining a greater understanding of the offshore investment market when working alongside senior advisers •Improving on my knowledge of ESG when creating resources designed to help clients and advisers navigate the ESG market •Developing my knowledge of VBA and excel coding when creating a multi-currency pension and investment simulator in excel Achievements include; •Gaining a greater understanding of the offshore investment market when working alongside senior advisers •Improving on my knowledge of ESG when creating resources designed to help clients and advisers navigate the ESG market •Developing my knowledge of VBA and excel coding when creating a multi-currency pension and investment simulator in excel



Timeline

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jul 2020 - Sep 2020

  Placement with a growing fintech company. Achievements include; •Gaining further knowledge of investment and wealth management when working alongside the investment team to create portfolios. •Applying statistical analysis to investment management when analysing how closely passive funds follow their benchmarks. •Developing my organisation and time management when working both remotely and in the office on projects during the pandemic Placement with a growing fintech company. Achievements include; •Gaining further knowledge of investment and wealth management when working alongside the investment team to create portfolios. •Applying statistical analysis to investment management when analysing how closely passive funds follow their benchmarks. •Developing my organisation and time management when working both remotely and in the office on projects during the pandemic



Plan Works

• United Kingdom
• Financial Services
• 1 - 100 Employee

• ESG fund research intern

  • Jun 2020 - Jul 2020

  Placement with a small paraplanning firm. Achievements include; •Developing and maintaining a strong relationship with the business owner remotely (due to lockdown), handling all meetings and communications over Zoom •Taking on a project autonomously to research and compare ESG funds, analysing and making recommendations •Writing and publishing an article bringing together my research and giving me a press profile •Gaining an insight into an SME Placement with a small paraplanning firm. Achievements include; •Developing and maintaining a strong relationship with the business owner remotely (due to lockdown), handling all meetings and communications over Zoom •Taking on a project autonomously to research and compare ESG funds, analysing and making recommendations •Writing and publishing an article bringing together my research and giving me a press profile •Gaining an insight into an SME



Everyone Active - SLM

• United Kingdom
• Wellness and Fitness Services
• 700 & Above Employee

• Lifeguard

  • Sep 2016 - Dec 2019

  Achievements include; •Following training in a calm and efficient manner when performing first aid in high-pressure situations •Resolving challenging client issues in high-stress environments Achievements include; •Following training in a calm and efficient manner when performing first aid in high-pressure situations •Resolving challenging client issues in high-stress environments



Rathbones Group Plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Summer Intern

  • Sep 2019 - Sep 2019

  Placement with Investment and Wealth Management company. Achievements include; •Extensive learning about investments from all parts of the business •Presentation training resulting in performing a presentation to a Board •Developing my ability to work independently, when undertaking a research project to identify the British companies which would yield positive investment returns in the current market. Placement with Investment and Wealth Management company. Achievements include; •Extensive learning about investments from all parts of the business •Presentation training resulting in performing a presentation to a Board •Developing my ability to work independently, when undertaking a research project to identify the British companies which would yield positive investment returns in the current market.



Landlink Estates Ltd

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Finance Intern

  • Jul 2019 - Aug 2019

  Placement with Property Development Firm Achievement include; •Intensive Excel and coding training within accountancy and finance function •Gaining an understanding of the real estate industry Placement with Property Development Firm Achievement include; •Intensive Excel and coding training within accountancy and finance function •Gaining an understanding of the real estate industry



Spofforths Financial Planning Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Work experience

  • Feb 2015 - Feb 2015